Dave is currently located in the Haddon Township and has been since 2008 where he is a Financial Advisor with over 17 years experience servicing clients financial planning needs.He began his career in financial services in 1997 with Prudential Financial. David left Prudential to become an independent advisor in 2006. In addition to providing traditional services, David also holds a Property and Casualty license which allows him to consult with his clients on cost effective ways to manage and mitigate any exposure they may face. David holds the following designation, registrations and licenses in New Jersey, Maryland, Pennsylvania and Virginia: CWS®AIF®Series 7 (General Securities)Series 65 (Registered Investment Advisor Representative)Series 63 (Blue Sky)Series 24 (General Securities Principal)Life, Health, Property and Casualty Insurance In addition to providing traditional services, David also holds a Property and Casualty license which allows him to consult with his clients on cost effective ways to manage and mitigate any exposure they may face. As owner of the Haddon Agency LLC, an independent insurance agency located in Haddon Township, he is able to provide an unbiased review of insurance policies held by his clients.David left Prudential to become an independent advisor in 2006. He is currently located in Haddon Township and has been since 2008. David was raised, and continues to live in, Cherry Hill with his wife, son and three dogs. He is an avid local sports fan. David loves animals and volunteers with animal rescue organizations.